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ITENES
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πŸš€ Getting started

  • What Talkzen is and how it is organised
  • Setting up the workspace
  • Inviting the team and managing roles
  • Setting up system email
  • Plans, limits and subscription

πŸ”Œ Channels

  • The channels at a glance
  • WhatsApp Business API
  • WhatsApp QR Code
  • Facebook Messenger
  • Instagram
  • Telegram
  • Email as a conversation channel
  • WebChat
  • TikTok
  • Voice Calls
  • Twilio SMS

πŸ”€ Flows and AI

  • The Flow Builder
  • The Message Trigger node
  • Node catalogue
  • The AI Assistant node
  • Writing the system prompt
  • A basic flow that covers 80% of cases
  • Handover to an operator and ending the conversation
  • AI providers and credentials
  • Monitoring AI usage and cost

πŸ’¬ Daily use

  • The Inbox
  • Configuring the Inbox
  • Protection against automated loops
  • Agent availability
  • The Inbox embedded in your own site
  • Inbox backup and restore
  • Contacts
  • Custom fields
  • The sales pipeline
  • Tasks and calendar
  • Campaigns and templates
  • Creating a WhatsApp template
  • Creating a campaign

🏭 ERP

  • ERP dashboard
  • ERP settings
  • Products
  • Sales orders
  • Stock
  • Suppliers
  • Purchase orders
  • Invoices
  • Accounting
  • Employees
  • HR
  • Payroll
  • ERP reports

πŸ”— Integrations and API

  • API keys
  • Inbound and outbound webhooks
  • n8n, Make and Google Sheets
  • E-commerce and payments
  • MCP tools

βš™οΈ Administration

  • Analytics
  • Reports
  • Captured data
  • Call log
  • Public pages

πŸ›  Common problems

  • The AI assistant is not answering
  • WhatsApp messages are not arriving
  • Other frequent symptoms

Guide β€Ί Flows and AI

πŸ”€ Flows and AI

The Flow Builder, the AI Assistant node, the system prompt, credentials and model usage.

  • 3.1 The Flow Builder Guide
  • 3.2 The Message Trigger node Guide
  • 3.3 Node catalogue Reference
  • 3.4 The AI Assistant node Guide
  • 3.5 Writing the system prompt Guide
  • 3.6 A basic flow that covers 80% of cases Guide
  • 3.7 Handover to an operator and ending the conversation Guide
  • 3.8 AI providers and credentials Guide
  • 3.9 Monitoring AI usage and cost Guide

Talkzen is a product of Aethergrid SRLS β€” VAT IT06439890655

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ITENES